13th ANNUAL GRAMERCY INSTITUTE FINANCIAL MARKETING STRATEGY AWARDS
GRAMERCY FINANCIAL MARKETERS’
FORUM & AWARDS: BOSTON
2024: The Changing Financial Marketing Landscape
Gramercy Institute is pleased to announce this live event. This important gathering takes place at The Harvard Club of Boston on Thursday,
December 7, 2023 (8:00 AM - 12:45 PM) and our focus topic is:
2024: The Changing Financial Marketing Landscape
At this Forum, Gramercy Institute will Present This Years Winners of The 9th Annual Gramercy Institute Asset Management Marketing Awards to leading financial brands, agencies and partner teams
In connection with our financial content marketing forum, Gramercy Institute will also award those financial brands and agencies who are “doing it right” as we honor and award the winners of the Gramercy Institute's Asset Management Marketing Marketing Awards.
AGENDA
2024: THE CHANGING FINANCIAL MARKETING LANDSCAPE
8:00 BREAKFAST: Breakfast is Served
8:30 OPENING REMARKS: 2024: The Changing Financial Marketing Landscape
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Bill Wreaks, CEO & Chief Analyst, Gramercy Institute
8:40 PRESENTATION: AI & Financial Marketing:What Marketers Need to Know
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Lynda Koster, Cofounder & Managing Partner, Growthential
9:00 PANEL: Marketing Machine? Artificial Intelligence & Financial Marketing
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Gene Kim, CFP, Investment Marketing Lead, MassMutual
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Lynda Koster, Cofounder & Managing Partner, Growthential
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Katherine Lucas, Head, Marketing & Commercialization, State Street
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David Nguyen, Director, Mobile Strategy & Digital Products, Putnam Investments
9:30 PANEL: Modern Connections: Strategies & Tactics to Connect Financial Firms to Advisors
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Nina Gramaglia, VP Strategy, MERGE
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Daniel Kaepplinger, Vice President, Client Integration, Fundamental Media
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Cindy Miller, Director of Marketing, New Frontier Advisors
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Andy O’Rourke, Chief Marketing Officer, Direxion
10:00 RESEARCH HIGHLIGHTS: Best Practices In Asset Management Marketing
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Bob Verrico, Founder & Executive Chairman, InvestingChannel
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Bill Wreaks, CEO & Chief Analyst, Gramercy Institute
10:15 BREAK: Coffee, Conversation & Refreshments
10:40 PRESENTATION: AUDIENCE SHIFT: Media Consumption Changes In Financial Media
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Kimberly Boone, Managing Director, Ptarmigan Media
11:00 PANEL: Brand Power: The Power of The Financial Brand
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Jill Deardorff, President & CEO, Deardorff
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Meg Sullivan, Managing Director, IMPRINT
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Geoffrey Underwood, Executive Director, Global Sales and Marketing, Morgan Stanley
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Additional Panelist to Be Announced
11:30 PRESENTATION: 2024: Optimized Use of First-Party Data in Financial
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Andrew Corn, CEO, E5A Integrated Marketing
11:50 PANEL: Hear Me Now Communications Strategies in Financial Services
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Danielle Remis Hackel, SVP, Chief Marketing Officer, Cambridge Trust
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Dana McCullough, SVP, Head of Marketing, Raymond James Investment Management
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Rebecca Schmidt, Account Director, Water & Wall
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Additional Panelist to Be Announced
12:20 AWARD PRESENTATION
Gramercy Institute Asset Management Marketing Awards Presentation
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Category Winners
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Best of Show Runner Up
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Best of Show
12:35 FORUM CLOSES
SIGN-UP TO JOIN US
Event Date
Thursday, December 7, 2023
(8:00AM-12:45PM)
includes breakfast, breaks &
moderated program.
Location
The Harvard Club of Boston |
374 Commonwealth Avenue,
Boston, MA 02215
For questions please contact Bill Wreaks
